Gibson

GIBSONEWS

REPORTING ON KEY ISSUES WITHIN
FINANCIAL PLANNING AND INVESTMENT

Don’t leave a mess behind

Bereavement, Financial Planning, Legacy Planning

Business owners, your company is your legacy—but is it protected? My grandfather co-founded Oatfield Sweets in 1930, growing it from a garden shed to a global brand. When he passed in 1972, his planning ensured his  family’s financial security.

Many entrepreneurs focus on growth but overlook planning for the unexpected. If you pass away suddenly, your family could face financial strain without your income.

Protect your loved ones with these steps:

✅ Share key contacts and account details with your family.

✅ Keep an updated will in place.

✅ Build an emergency fund for immediate household expenses.

✅ Set up a life insurance policy paid for by your business to clear debts and secure your family’s future.

Don’t leave your legacy to chance. DM me to chat about how best to safeguard your family’s future.

 

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